long-term care

Ep 50: The Financial Risks to Living Longer

We all want to live a long and good life, but what does that mean from a financial standpoint? What kind of financial plan do you need to prepare and how can you plan appropriately for an unknown lifespan?

Read More

Ep 44: Do You Say One Thing Then Do Another?

Are you risk-averse but then find out your portfolio is riskier than you want? Or do you say you want to retire but haven’t really prepared to do so? What other instances do you say one thing but do another?

Read More

Ep 38: Playing the Financial Crossword Puzzle

When you complete a crossword puzzle, every letter and word needs to be right in order to achieve success. Similarly, a financial plan has a lot of intersecting parts that need to be aligned in order to achieve your goals. Are you ready to play?

Read More

Ep 17: 5 Ways We Sabotage Our Own Retirement

With so many aspects of the financial world out of your control, why would you sabotage your portfolio by not controlling what you can? Let’s discuss the ways in which people hurt their own financial health so you can keep from making the same mistakes.

Read More

Ep 16: How To Have Those Awkward Financial Conversations

Your financial plan is more than just the numbers. Having these sometimes awkward conversations now could save you a lot of trouble later on and provide clarity in a tough situation.

Read More